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MXAPJ closed the week flat, led by rebounds in the Greater China markets

MXAPJ closed flat, with Hong Kong & China Offshore (+2%)leading Korea (-4%), Singapore (-3%), and Australia (-2%).
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Labor Market Trumps inflation Right Now (For BondYields)

US producer prices rose by a softer-than-expected 0.1% m/m in July, from 0.2% in June. The core measureremained unchanged, the tamest reading in four months. Notably, the index for final demand services fel0.2% m/m.
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Europe: August Flash PMIs — Persistent Strength in the UK, Olympics Boost in the Euro Area

BOTTOM LINE: The Euro area composite flash PMI increased by 1.1pt to 51.2, aboveour expectations and consensus. The acceleration in the composite index was driven
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Bits & pieces

UnDebtfeatable - The indications are strong that regardless of who wins the US election additional deficits and debt are coming down the pipeline – it’s out of control and can’t be
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FIGHT THE PBOC

Don’t fight the Fed” is a common market adage, but what about the PBoC? China’scentral bank and the CCP state apparatus are arguably a tougher matchup. However,
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China’s demographic challenges

Unless otherwise noted, information included herein is presented as of the dates indicated. Apollo GlobalManagement, Inc. (together with its subsidiaries, “Apollo”) makes no representation or warranty, expressed or
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The Harris Bounce--US special 01

With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic
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DB--Navigating through uncertain times

We resume coverage of US Autos & Auto Technology (17 stocks) including automakers and suppliers. In the face of growing uncertainty about industry
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GS--Tesla Inc. (TSLA): 3Q24 deliveries and 10/10 event previews

In this note we detail our expectations for Tesla’s 3Q24 vehicle deliveries (which are
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GS--Strategy Espresso_ Q&A on rising recession risk for European equities

We have received questions about the weak PMI data combined with a cautious
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